AdvisorEngine powers financial advice that is personal, scientific, and beautiful. Its wealth management technology platform uses smart automation to modernize the advisor experience (AX), the business operations experience (BX), and the client experience (CX). Capabilities include CRM, prospect engagement tools, paperless client onboarding, account aggregation, goals-based financial planning tools, model portfolios tools, portfolio construction analytics, compliance tools, performance reporting, and fee billing. Based in New York, NY, and Raleigh, NC, the AdvisorEngine team strives to fulfill six ideals through their work: camaraderie, clarity, curiosity, creativity, crushing it, and celebration. AdvisorEngine is a wholly-owned subsidiary of Franklin Resources, Inc. For more information, please visit advisorengine.com and follow us on LinkedIn, Twitter and Facebook.
It’s no surprise that prospective clients head straight to an advisory firm’s website to learn more about a particular advisor and their practice. An advisor’s website should make it easy for prospective clients to connect. AdvisorEngine CRM makes it happen seamlessly using our Webforms and Calendly functionalities. Webforms allows an advisor to leapfrog over having to collect lead information into a spreadsheet and then manually input it into a CRM. Our Webforms integration will automatically send any information directly to AdvisorEngine’s CRM, immediately creating a record and workflow. Saving the firm valuable time. AdvisorEngineCRM is also integrated with the popular scheduling application Calendly, so prospects have the opportunity to set up a time to talk with an advisor, without having to pick up the phone.